New Accounts Client Specialist

Job Description

Job Title: New Accounts Representative
Location: Fort Mill, SC (Hybrid)
Pay Rate: $18–$22 per hour
Start Date: November 12, 2025
Overview

We are seeking a detail-oriented and organized New Accounts Representative to join our team in Fort Mill, SC. This role is responsible for reviewing and approving new account documentation submitted by advisors, ensuring accuracy, compliance, and adherence to established procedures. The ideal candidate has strong attention to detail, excellent communication skills, and thrives in a structured, deadline-driven environment.

Key Responsibilities

Review and approve new account documentation for completeness and accuracy.
Conduct remediation of foreign customer accounts and ensure compliance with firm and regulatory standards.
Perform general account maintenance, including updates and data verification.
Accurately process daily tasks within established performance metrics.
Maintain confidentiality of sensitive financial and client information.
Collaborate with internal departments to resolve account discrepancies or documentation issues.
Adhere to company policies, procedures, and quality assurance standards.

Qualifications

Bachelor’s degree preferred; equivalent work experience considered.
1–3 years of experience in administrative, clerical, or financial operations roles.
Strong attention to detail and ability to follow precise instructions.
Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
Excellent communication and organizational skills.
Ability to work independently and manage multiple priorities in a hybrid environment.

Additional Requirements

Must successfully complete background checks, including:
- Fingerprinting prior to start date
- Education and credit verification
- Criminal history and social security verification
Candidate must disclose any outside business activities if extended an offer.